Use the fields and options on the form to add one or more tasks to a phase.
The New Task form is available only when you are viewing the project at the phase or task level of the work breakdown structure (WBS).
Contents
| Field | Description |
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| Create Task
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Select the method you want to use to create the task:
- Manually: Select this option to create a single task for which you enter all information manually.
- From Project: Select this option add one or more tasks by selecting from a list of tasks assigned to another project. In this work flow, after the New Task form, you select tasks using the Choose Project Structure form. The task numbers, names, and long names default to the values in the existing tasks of the copied project, with one exception. If the task number already exists in the phase to which the new task is being added, you must provide a different task number before saving.
- From Project Template: Select this option add one or more tasks by selecting from a list of tasks assigned to a project template. In this work flow, after the New Task form, you select tasks using the Choose Project Structure form. The task numbers, names, and long names default to the values in the existing tasks of the copied template, with one exception. If the task number already exists in the phase to which the new task is being added, you must provide a different task number before saving.
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| Task Number
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This field is only available if you select
Manually in the
Create Task field. Enter a number for the task.
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| Name
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This field is only available if you select
Manually in the
Create Task field. Enter a name for the task.
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| Long Name
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This field is only available if you select
Manually in the
Create Task field. It defaults to the entry in
Name, but you can enter a longer, more descriptive name for the task.
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| Project
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This field is only available if you select
From Project in the
Create Task field. Select the project from which you want to select one or more tasks to add to the project you are modifying.
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| Project Template
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This field is only available if you select
From Project Template in the
Create Task field. Select the project template from which you want to select one or more tasks to add to the project you are modifying.
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| Continue
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Click
Continue to add the tasks to the selected phase. The work flow after this dialog depends on which method you selected to create the tasks:
- From Project: The next step in the work flow is the Choose Project Structure form, followed by the Edit Project Structure form. The field values for tasks default to the field values in the copied tasks.
- From Project Template: The next step in the work flow is the Choose Project Structure form, followed by the Edit Project Structure form. The field values for tasks default to the field values in the copied tasks.
- Manually: As the next step in the work flow, the new task is displayed in Edit mode. In some cases (estimated completion date, for example), you can change the default values for the task. In others the project values are displayed but can only be changed at the project level.
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